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Jack R Cross

Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Valic Financial Advisors, Inc.Nov 2025 to now
  2. UnemployedAug 2025 to Oct 2025
  3. Landmark PropertiesJun 2024 to Jul 2025
  4. UnemployedJan 2024 to Jun 2025
  5. Target CorporationAug 2021 to Dec 2023
  6. UnemployedJul 2015 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MD).

Valic Financial Advisors, Inc.

$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8147089
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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